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Prepared by:
Session ID:
Extending PeopleSoft WorkCenters
Randall Johnson
Managing Director
SpearMC Consulting
www.spearmc.com
101730
Agenda
• About Us
• New to WorkCenters….what are they?
• Demo of Common WorkCenter Features
• Supplier Relationship Management Realities
• Supplier WorkCenter - Demo
• WorkCenter Best Practices - Case Study with Westar Energy
About SpearMC and Your
Presenter
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Your Presenter
• Over 20 years consulting experience focused predominantly in PeopleSoft implementations and upgrades covering all stages of the Project Life Cycle.
• System Business Process Analysis, Requirements Study, Fit-Gap Analysis, High Level Design, ChartField and Codeblock Design, Application Development, Testing, Configuration, Training, Deployment and Post-Implementation Support
Randall Johnson Managing Director [email protected] 866-SPEARMC x812 www.SpearMC.com
© 2017 SpearMC Consulting
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About SpearMC
Founded in 2004, SpearMC is a technology and
professional services firm specializing in
PeopleSoft FSCM, HCM, ESA
PeopleTools Development and
System Administration
PeopleSoft Test Framework
Oracle Cloud ERP and HCM
PeopleSoft Training
Project Management
Oracle Public Cloud
QA & Test Automation
Host Analytics EPM
Recent Utility/Energy Experience
About SpearMC
Each member of our Leadership Team
leverages over 20 years of experience in
Technology, Financial and Business
Transformation.
About SpearMC
• Energy
• Transportation
• Healthcare/Biotech
• Government
• Media/Technology
• Consumer Products
• Financial Services
• Higher Education
Industry focus areas include:
What are WorkCenters?
What are WorkCenters?
• WorkCenters are new PeopleSoft PeopleTools 8.54 functionality which enable users to quickly navigate to commonly used PeopleSoft Pages from a central dashboard
• WC’s Provide visibility to a users Worklist and show business critical alerts which users should monitor and take immediate action
• There are delivered WorkCenters based on organizational Job Roles.
Assets PO/Buyer Expenses Accounts Payable Contracts Staffing AR Treasury General Ledger Billing Contract / Sourcing Grants Projects Maintenance Management Inventory
What are WorkCenters?
• WorkCenter Benefits o Allow For Faster system navigation and access to important data
o Provide a Central Dashboard for role based KPIs and Data
o Provide real-time alerts & notifications of business events
o Can be Configured and Administered by End Users
WorkCenter Demo
• Demo Common features – Navigation Panel, Dashboard – Dashboard (Work – Content Area)
• Navigate to Pages • Customize with User identified Pagelets • Navigation Collection, Query Grid, Pivot Grid • Built Using PeopleTools - Configuration Based on Queries
– Navigation Pagelets – Delivered on left Panel • Links, My Work, My Reports/Processes, Queries • Configurable by WorkCenter Admin and certain level of user security
(show/hide) • Security inherited from PS Security Configuration • Show adding a Link • My Work
– Show Delivered Alerts – PeopleCode – Configured using Notification Framework (Show Notification Framework exp.) – Worklist Items
Realities of Supplier
Relationship Management
SRM Realities
• Supplier Relationship Management is: o Strategically planning for, and managing, all interactions with organizations
that supply goods and/or services. o SRM entails creating closer, more collaborative relationships with key suppliers
in order to uncover and realize new value and reduce risk of failure.
o Typically involves developing better tools and methods for communicating
o Includes KPI techniques for monitoring two-way performance and identifying areas for improvement
SRM Realities
• Effective Supplier Relationship Management calls for the following activities
SRM Realities
• Effective Supplier Relationship Management calls for the following ERP transactions / processing / Reporting
SRM Realities
• Suppliers come in all shapes and sizes! • Connecting with Suppliers with a wide range of technical Capabilities is
often inconvenient or not possible. – Complex integration requirements – High development and support costs – No standard process to integrate external data across multiple platforms – Takes too long to add new partners or data sources – Disparate security technologies: VPNs, Firewalls etc. – Small Suppliers Short on resources or expertise – Suppliers not always willing to exchange data – Not as simple as ‘If you don’t integrate, we will go elsewhere’
Supplier WorkCenter –
PeopleSoft FSCM v9.2
Supplier WorkCenter
• Supplier WorkCenter can be implemented as part of eSupplier Connection Module
• eSupplier Connection Utilizes the Supplier Portal (vs. Employee Portal) • eSupplier Connection gives Suppliers self-service access to their relevant ERP
information, as well as the ability to provide information back to you such as details about: – Purchase Orders. – Purchase Order Acknowledgements. – Advance Shipment Notifications. – Schedules. – Requests for Quote (RFQs). – Invoices. – Payments. – Maintain Contacts and Addresses.
Supplier WorkCenter
• Delivered Supplier WC is empty – requires configuration
• Does come with many prebuilt Pagelets
• <Demo>
WorkCenter Best Practices –
A Case Study with Westar
Energy
WorkCenter Best Practices
• Project Background – Upgrade PeopleSoft FSCM to 9.2 to get current on Application Bundles and take
advantage of new PeopleSoft 9.2 functionality with 8.54 PeopleTools. – Organization performed an assessment to identify opportunities for Improving
PeopleSoft usage including Training, Configuration Changes, Process Changes and Customization.
– User Survey Conducted
• What functions in PeopleSoft are not working as efficiently as you would like?
– 20% Responded – Issues with Ease of Navigation and User Interface
• Do you have any suggestions for us to include in our PeopleSoft 9.2 Implementation?
– 30% of the Respondents indicated that improved features for Usability and Navigation should be implemented.
– Leverage new usability features of SES and WorkCenters. – Implemented 9 WorkCenters – 7 Delivered and 2 Custom
WorkCenter Best Practices
1. How are WorkCenters being Received at Westar and are they adding Value to Users?
2. What Plans do you have for improving them?
3. What would you have done differently when building out the WC’s as part of your upgrade project?
4. How would you make the WorkCenter utilities in PTs better?
5. How are you managing the administration of WorkCenters and is admin. a pain point?
WorkCenter Best Practices
• Select a Pilot WorkCenter for initial rollout – Measure User Adoption before rolling out others
• Sort out Administration Responsibilities ahead of time – End Users vs. IT. – Train on WorkCenter Admin accordingly. – Have Admins help Buildout the WC’s during implementation
• Don’t over build…. – Identify Mission critical Alerts, Pagelets etc. and go from there.
• Implement fewer WorkCenters and utilize PS Security to manage what the user sees – Goals could probably be accomplished with 3 or 4 WC’s
WorkCenter Best Practices
• If Rolling out to external suppliers….
• Establish Terms and Conditions for Usage
• Ensures that information is viewed and any associated actions are within the legal framework of the supplier & buyer relationship
SpearMC Online Resources
Tuesday, July 18 @ 10:15 – 11:15 am
• PeopleSoft on Oracle Public Cloud
• Session ID: 101690
• Presented by David Pigman
• Location: Paris
Wednesday, July 19 @ 8:00 – 9:00 am
• PeopleSoft Clear Benefits (eBenefits)
• Session ID: 101810
• Presented by John Beretz
• Location: Tegal
Wednesday, July 19@ 9:15 – 10:45 am
• How Oracle BI Publisher Serves Your
PeopleSoft Reporting Needs
• Session ID: 101790
• Presented by John Beretz
• Location: International Ballroom F
Wednesday, July 19 @ 11:15 am – 12:15 pm
• Powerful PeopleSoft Composite & Connected Query
• Session ID: 101710
• Presented by Randy Johnson
• Location: Narita AB
Wednesday, July 19 @ 1:30 – 2:30 pm
• Extending PeopleSoft WorkCenters
• Session ID: 101730
• Presented by Randy Johnson
• Location: International Ballroom E
Wednesday, July 19 @ 4:30 – 5:30 pm
• PeopleSoft Mobile Expenses – your modern, fluid
expense management and reporting tool
• Session ID: 101700
• Presented by Randy Johnson
• Location: International Ballroom F
SpearMC Presentations at Reconnect
Session ID:
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